Every new New York business filing, every dayNew Financial Services Businesses in Pittsford, NY
5 financial services businesses recently registered in Pittsford, New York.
Updated October 7, 2026 · Most recent business filing Mar 5, 2026
Every new New York filing, every day
See how it worksAbout Financial Services Businesses in Pittsford
This page lists new financial services businesses registered in Pittsford, New York. We currently track 5, sourced directly from the New York Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include JQL Wealth, Upstate Professional Planning, and The Gold Plan. The most recent financial services business filing was on Mar 5, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Pittsford, this is one of the freshest prospect lists in the market.
All Filings
JQL Wealth
Mar 5, 2026JQL Wealth LLC is a financial advisory firm based in Pittsford, NY, operated by Jonathan Thomas, specializing in retirement planning, tax strategies, and investment management for individuals nearing retirement. The website offers personalized advice and scheduling for consultations.
Upstate Professional Planning
Feb 16, 2026Upstate Professional Planning is a financial advisory firm located in Pittsford, NY, affiliated with LPL Financial. The website lists team members and offers financial planning services, matching the LLC's location and advisory focus.
The Gold Plan
Nov 12, 2025The site offers comprehensive wealth management services and the phone numbers share a 585 area code consistent with the filing address.
GloraFi
Aug 4, 2025GloraFi appears to be a financial technology company that offers financial reporting and analysis tools for professionals. The website describes features for making financial reports clear and actionable. The business is located in New York, with the LLC address in Pittsford and a website address in Albany.
Arthur Capital
Jul 9, 2025Arthur Capital provides interim CFO services for special situations, including private equity, distressed businesses, and high-stakes transitions. The website emphasizes financial expertise and crisis management, consistent with a small professional services firm.
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